QSBS attestation

Optimize your equity tax benefit with QSBS

Pay fewer taxes on your equity and increase stakeholder profits with the Qualified Small Business Stock (QSBS) tax exemption.

Key benefits

01

Unlock a powerful benefit

Rely on a dedicated team of experts to simplify the traditionally complicated QSBS process, so you can save on your equity taxes.

• Establish your company’s eligibility dates
• Easy qualification process
• Detailed list of eligible securities

02

Get personalized, accurate reviews

Give your shareholders confidence with automatic notifications on whether any of their shares are QSBS-verified or eligible to easily stay informed.

• Centralized admin dashboard
• In-product tagging of eligible securities
• Personalized QSBS letters

03

Stay audit-ready, 24/7

Receive continual support on QSBS tax exemption implications and work with experts to develop strategies for maintaining eligibility.

• Get automatic annual eligibility checks
• Access records of previous assessments
• Unlimited support for maintaining QSB-status

What is QSBS?

Understand what the Qualified Small Business Stock tax exemption is, and why it's so important.

Navigate QSBS benefits with the experts

Get guidance and dedicated support to make the most of your QSBS eligibility.

Core Features

• Determine timelines
• Easily identify eligible shares
• Receive attestation letters
• Access expert support

Determine timelines

Establish the dates of your company's eligibility and easily monitor QSB status.

Trusted by over 50,000 companies

I was able to use Carta to track everything and do things in a way that kept us QSBS-qualified, to manage transactions, and keep all paperwork clean.
-- Mac Clemmens, Founder, Streamline

A lot of places were asking $20,000 just for the QSBS attestation letter, which didn’t seem to offer much value when we still had to field all the employee questions.
-- Carl Olson, Senior Director of Finance, Luminary Cloud

We loved that we didn’t have to have different firms for our cap table management, 409A valuations, and QSBS attestation letter. The fact that Carta does it all makes things so much easier.
-- Eric Mogil, Chief Growth Officer, RADAR

FAQs

You have questions, we have resources and answers.

Do I need to be a Carta customer to access QSBS Attestation?

How can I verify QSBS eligibility?

Why should I get a QSBS eligibility review annually?

How will a QSBS attestation letter help me stay audit-ready?

What other tax related services does Carta offer?

Optimize your equity tax benefit

Pay fewer taxes on your equity and increase stakeholder profits with the Qualified Small Business Stock (QSBS) tax exemption.